Alternate Billing Collections

• Report Overview
• Report Customization
• Sample Reports
• Automated Report

Report Overview

If an account becomes past due after a set number of days, the ABC Billing System will automatically attempt to draft the alternate form of payment to collect the past due payment amounts, late fees, and service fees. This report displays collections using alternate billing methods and can be aggregated by club. It is available as a detail or summary report.

 

Report Customization

You can customize the report from the parameters page.

1. Select the Report Type: Detail or Summary.

• If you choose the Detail option:

• An All Clubs tab will provide combined detail data for all selected clubs.
• Each selected club will also have its own tab with detail data for that specific club.

• If you choose the Summary option:

• You will receive a summary-level report for all clubs.
• You can drill on each club's Total Collected amount to view the individual club's detail report.
• You can drill on the Grand Total amount to view the All Clubs detail report.

2. Select the date range.

• The Start Date will default to the first day of the current month.
• The End Date will default to the last completed business day.

3. Select one or more clubs to be included in the report by moving them from the Available Clubs box to the Selected Clubs box.

• To add all available clubs to the Selected Clubs box, select the All Clubs check box.
• To select specific clubs, click the name of the club you want to move to the Selected Clubs box then click the arrow pointing toward the Selected Clubs box.

4. Select the Report Format: Browser, Excel, Active Report, Comma Delimited, or PDF.

The Alternate Billing Collections parameters page is shown below.

 

Sample Reports

Examples of the detail and summary reports are provided below.

Detail Report

The following is an example of the detail report.

 

Summary Report

The following is an example of the summary report.

 

Automated Report

The report is available for automated delivery. The automated report provides month to date or end of month data in Excel and CSV formats.

To receive the report via e-mail, please complete the automated report setup checklist and submit it to ABC on the ABC CRS Client Request Form. Click here for more information about automated reports.